No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Very satisfied with Simon’s direction and advice.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Trust and understanding of my current situation and the changes that will occur to these.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Pleasant to deal with and seems to have our best interests at heart.
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
Answers all my questions in a language that i understand.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.